Service Parameter

This page is accessed via Master Data > Power Data > Configurations > Service Parameter.

Use this page to designate service parameters to use in restricted party screening.

Public Service Parameter

The AD_HOC_PARTY_SCREENING_PARAMETERS public service parameter will be used for restricted party screening if you choose not to define a service preference. The details of the public service preference are as follows:

• Match engine: DICE
• Overall threshold: 0.5
• Match direction: Forward

Note: If no value is mentioned either for Forward or for Reverse match direction, the GTM code will consider Forward as the default match direction.

Also see the property gtm.rpls.match.setMatchFactorToZero.

Parameter Name	Match Default	Match Direction	Forward Threshold	Reverse Threshold	Weight	Disable Highlighting
companyName	Match	Forward	0.6		0.5	false
postalCode	Match	Forward	1.0		0.0	false
city	Match	Forward	0.9		0.0	false
fullName	Match	Forward	0.6		0.5	false
province	Match	Forward	0.8		0.0	false
fullAddressLine	Match	Forward	0.8		0.0	false
country	Match	Forward	1.0		0.0	false

 

Service Parameter Configuration

1. Enter an ID in the Service Parameter ID field.
2. Select a service from the Service drop-down list. The choices include Restricted Party Screen and Look Up Product Classification.
3. Select the domain in which this parameter will function from the Domain Name drop-down list.
4. Click Service Parameter Details to move to the next tab, or click Finished.

Service Parameter Details

This tab will contain all configured parameters for the service parameter.

Restricted Party Screen:

1. Select a parameter from the Parameter Name drop-down list.

   Parameter Name	Data of Party used for Matching	Data of Restricted Party used for Matching
   firstName	First Name	First Name
   lastName	Last Name	Last Name
   addressLine1	Address Line 1	Address Line 1
   addressLine2	Address Line 2	Address Line 2
   addressLine3	Address Line 3	Address Line 3
   city	City	City
   country	Country	Country
   postalCode	Postal Code	Postal Code
   province	Province	Province
   companyName	Company Name or Alternate Name	Company Name
   fullName	First Name + Last Name	First Name + Last Name
   nameCompany	Full Name + Company Name (or) Full Name + Alternate Name	Full Name + Company Name
   fullAddressLine	Address Line 1 + Address Line 2 + Address Line 3 + Address Line 4	Address Line 1 + Address Line 2 + Address Line 3
   nameCompanyAddress	nameCompany + fullAddressLine	nameCompany + fullAddressLine
   nameCompanyAddressCity	nameCompanyAddress + City	nameCompanyAddress + City
   nameCompanyAddressCityCountry	nameCompanyAddressCity + Country	nameCompanyAddressCity + Country
   nameCompanyAddressCityProvince	nameCompanyAddressCity + Province	nameCompanyAddressCity + Province
   nameCompanyAddressCityProvinceCountry	nameCompanyAddressCityProvince + Country	nameCompanyAddressCityProvince + Country
   nameCompanyAddressCountry	nameCompanyAddress + Country	nameCompanyAddress + Country
   addressCityProvincePostalCodeCountry	Address + City + Province + Postal Code + Country	Address + City + Province + Postal Code + Country

   Note:
   All parameters with name containing the word "company" will look at the alternateName element.
   For any parameter containing the word "company", the greater match of the company and the alternate name combination is multiplied against the weight to get the adjusted match factor.

2. Select a value from the Match Direction drop-down list. You can configure match direction for each parameter in forward, reverse or both the directions. The default match direction is Forward.

   Match Directions	Description
   Forward	Calculates match factor based on the party value length.
   Reverse	Calculates match factor based on the denied party value length.
   Both	Performs match using both forward and reverse directions. If it matches in only one direction (either forward or reverse), the matching value contributes to match factor calculation. If it matches in both the directions, the highest match value is considered for match factor calculation.

   Note: Also see the property gtm.rpls.matchDirection.both.<service_preference_gid>.

3. Enter a value in the Forward Threshold field. This threshold value is considered when you perform a forward match direction. Generally, this information determines whether similar but not equal matches occur. The lower the value, the more misspellings are tolerated. The maximum value is 1. When matching an input with records in the database, an input is considered a match only if the match factor for every field is equal to or greater than the corresponding threshold.

   Note: A match factor measures the similarity between two or text entries according to the matching algorithm used. A match factor is a numerical value between 0 and 1 where 1 indicates an exact match and 0 indicates a total mismatch.

4. Enter a value in the Reverse Threshold field. This threshold value is considered when you perform a reverse match direction.
5. Enter a value in the Weight field. This field is used to calculate the weighted average match factor from the match factors of the individual fields. The weighted average is used in conjunction with the threshold defined on the Service Preference screen. When matching an input with records in the database, an input is considered a match only if the match factor for every field is equal to or greater than the threshold in the Service Preference screen.

   Note: If you add multiple parameters, the sum of all weights must equal 1.

6. Select a default value from the Empty Parameter drop-down list. This value determines the match factor when comparing a blank text entry to blank or non-blank text.

   Value	Resulting Action
   Continue Screening	Returns matching entries and null entries and sets the match factor to the value of the threshold. For example, if you set the parameter name as Last Name, you will get back all matches of the last name and all records where Last Name is null (blank).
   Skip Screening	Returns only matching entries. Null (blank) fields are not returned. This value sets the match factor to 0.

7. To disable highlighting, select the Disable Highlighting option.
8. Click Save.
9. Continue adding parameters - remember to click Save after each one is defined.
10. Click Finished.

Note: You can use the optional feature "PRORATE RPLS EMPTY PARAMETER WEIGHT" to exclude an empty parameter as part of the Overall Match Factor and hence, reduce the number of false positives returned during restricted party screening. When the feature is enabled and the Match Default is MATCH, weightage of the empty parameters is prorated among the non-empty parameters while calculating the overall match factor and is then compared with the threshold on the service preference.
Overall Match Factor without prorating = Sum of weighted Match Factor for all non-empty parameters
Overall Match Factor with prorating = Sum of weighted Match Factor for all non-empty parameters/Sum of weight of all non-empty parameters

Look Up Product Classification:

1. Enter a Product Classification Type.
2. Click Save.
3. Continue adding parameters - remember to click Save after each one is defined.
4. Click Finished.